Providence Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $5.5M | Sell |
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|
2022
Q4 | $6.16M | Buy |
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|
2022
Q3 | $5.92M | Sell |
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|
2022
Q2 | $6.1M | Buy |
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|
2022
Q1 | $6.65M | Buy |
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|
2021
Q4 | $6.7M | Buy |
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|
2021
Q3 | $5.84M | Buy |
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|
2021
Q2 | $5.9M | Buy |
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|
2021
Q1 | $5.3M | Buy |
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|
2020
Q4 | $4.1M | Buy |
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|
2020
Q3 | $3.17M | Buy |
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|
2020
Q2 | $2.12M | Sell |
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|
2020
Q1 | $1.84M | Buy |
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|
2019
Q4 | $2.24M | Buy |
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|
2019
Q3 | $2.02M | Buy |
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|
2019
Q2 | $1.95M | Buy |
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|
2019
Q1 | $1.89M | Buy |
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|
2018
Q4 | $1.56M | Sell |
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|
2018
Q3 | $1.88M | Sell |
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|
2018
Q2 | $1.79M | Buy |
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